DWM
EVF

Dynasty Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Dynasty Wealth Management’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26,000
Closed -$168K – 32
2018
Q3 		$168K Hold
26,000
– – 0.22% 112
2018
Q2 		$166K Hold
26,000
– – 0.34% 70
2018
Q1 		$177K Buy
26,000
+6,000
+30% +$39.2K 0.07% 67
2017
Q4 		$130K Buy
+20,000
New +$130K 0.22% 94

Other funds holding EVF

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Dynasty Wealth Management's EVF Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2018, closing a stake of 26,000 shares — an estimated $168K sold.

Dynasty Wealth Management first reported a position in EVF in Q4 2017 and held it in 4 quarters. The position peaked at $177K in Q1 2018. 72 funds tracked by Wall St. Rank hold EVF as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 26,000 Eaton Vance Senior Income Trust shares in Q4 2018, an estimated $168K.
  • Dynasty Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Eaton Vance Senior Income Trust position peaked at $177K in Q1 2018.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.